October 2024

Who Needs a Trust Instead of a Will?

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

10 Do's and 1 Don't for the Trustee of a Trust

Whether it's an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?

Medicare Open Enrollment - and New Benefits - Are on the Way

Medicare open enrollment is on the horizon. Start thinking about changes you may want to make to your coverage. Some significant changes have come along for Medicare, with more taking effect in the near future.

2024 Election: Harris, Trump on Social Security and Medicare

Keeping track and making sense of government policies and presidential candidates’ promises can be daunting during any election year. This year is no exception.

Cybersecurity Awareness Month: Maintain Your Online Safety

Our devices offer so many benefits and have become such an integral part of our lives that we often forget how much easier they make it for people to steal our information or take advantage of us.

Funding a Special Needs Trust With a Structured Settlement

A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees.

ABLE Accounts Can Play a Key Role in Special Needs Plans

ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access to public benefits for some individuals.

Bill Would Make Expiring ABLE Account Provisions Permanent

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the U.S. tax code. Many of its provisions are set to expire, or "sunset," at the end of 2025. It also made three key changes to ABLE accounts that are scheduled to expire in 2025.